March 2019 Breakfast Meeting

March 28, 2019
7:30 AM to 10:00 AM
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Champions Run Country Club
13800 Eagle Run Drive
Omaha , NE 68164
http://championsomaha.com/
 Directions

March Breakfast Meeting
Sponsored by:

AGENDA

7:30 AM - Breakfast Buffet & Networking
8:00 AM - Meeting & 2-hour CE Program

  Part #1
  Solutions in Retirement Planning:
  What are Life's Retirement Derailers?
  Presented by: Brett Berg, CLU, ChFC

  Part #2
  Avoiding Erosion of Testamentary Intent in Wealth Transfers:
 
Best Practices for Contractual Transfers
  Presented by: Mary E. Vandenack, JD

This program offers two hours of continuing education for NE & IA life insurance, legal, accounting and CFP (pending approvals).


Register Online or contact Chapter Executive

Stacie Sarasio @ 402-991-3122

Tickets

$0.00 Member

$0.00 First Time Guest

$50.00 Guest